SEC 13F Intelligence

Difesa Capital Management, LP / BSM

Difesa Capital Management, LP’s Black Stone Minerals L P Position

Does Difesa Capital Management, LP own Black Stone Minerals L P (BSM)? Not currently — the last reported position was 219.6K shares worth $4M in Q2 2023; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$4M
Q2 2023
Shares
219.6K
% of Portfolio
+9.20%
Quarters Held
7
position exited

Position History BSM

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $3MQ2 ’22Q3 ’22: $3MQ3 ’22Q4 ’22: $4MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $4MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023219.6K$4M+9.20%
Q1 2023221.3K$3M+2.28%
Q4 2022221.8K$4M+2.91%
Q3 2022206.8K$3M+1.65%
Q2 2022186.7K$3M+1.44%
Q1 2022189.2K$3M+1.29%
Q4 2021146.9K$2M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Difesa Capital Management, LP’s full portfolio or all institutional holders of BSM.